Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 2 September 2025

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠! This episode is sponsored by MSCI and Rocket Money. To learn more about MSCI, visit https://info.msci.com/chrt-i4w-pdcst Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. Sign up for ⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠https://www.tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠ MSCI Disclosure: MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visithttp://www.msci.com/ The process for submitting a formal index complaint can be found on the index regulation page of MSCI’s website at: www.msci.com/index-regulation. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of ⁠⁠⁠⁠⁠Ritholtz Wealth Management⁠⁠⁠⁠⁠, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ladies and gentlemen, welcome to the compound and friends.
0:02.8	Tonight's show is brought to you by MSCI.
0:05.8	More on MSCI in just a moment.
0:08.2	Tonight's show is also brought to you by Rocket Money.
0:11.3	With prices going up on just about everything lately,
0:13.9	dealing with money can be stressful, trying to manage subscriptions,
0:17.7	track spending and cut costs can feel overwhelming.
0:20.4	Luckily, Rocket Money can relieve some of that stress and help you feel confident
0:24.7	in the financial decisions you make.
0:27.0	Rocket Money is a personal finance app that helps find and cancel your unwanted
0:31.4	subscriptions, monitors your spending, and helps lower your bills so you can grow your
0:36.1	savings.
0:37.0	Rocket Money shows you all your expenses in one place, including subscriptions you forgot about.
0:42.8	If you see a subscription you no longer want, Rocket Money will help you cancel it.
0:47.4	Their 5 million members have saved a total of $500 million in canceled subscriptions
0:52.6	with members saving up to $740 a year when they use all of the
0:58.2	app's premium features, cancel your unwanted subscriptions, and reach your financial goals
1:03.3	faster with Rocket Money. Go to RocketMoney.com slash compound. Today, that's rocketmoney.com slash compound all right we have a huge show um it's what
1:15.9	are your thoughts with michael batnik and myself there was some after hour news breaking on
1:20.1	google this alphabet literally launched on uh news that they will not have to sell or spin off the Chrome browser.
1:29.4	If you recall last summer, that ruling went against them.
1:32.9	And that was a worst case scenario.
	...

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